DOCUMENT OPS
Match scanned POs to known vendors and enrich before staging
Extracts the vendor block from each scanned PO, matches it against your Attio vendor records, enriches line items with the matched account and terms.
How it runs
The automated pipeline, trigger to output.
- TriggerNew PO scan in Dropbox folderDropbox
- ActionExtract vendor block + line items (OpenAI)OpenAI
- ActionSearch Attio for matching vendorAttio
- LogicBranch on vendor match vs. unmatched
- ActionStage enriched POs in AirtableAirtable
- OutputOpen Attio task for unmatched vendorsAttio
What it does
Adds a vendor-resolution step to PO intake. After extracting line items, it identifies the vendor on the scan and links it to the right Attio company record, attaching account id and payment terms before the PO is staged. Unrecognized vendors trigger a follow-up task.
When to use it
Use it when staged POs are useless without a clean vendor link — for example when downstream matching to contracts or payment terms depends on a canonical vendor id rather than the free-text name printed on the scan.
How it works
- 1A new scan in the Dropbox folder starts the run.
- 2OpenAI extracts the vendor block, header fields, and line items.
- 3The flow searches Attio for a matching vendor company by name and address.
- 4A logic step branches: matched vendors get their account id and terms merged onto the records; unmatched ones are held.
- 5Matched POs with their enriched lines are written to the Airtable staging table; for unmatched vendors an Attio task is created to resolve the record.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect AirtableBases, tables, views, automations.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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